Wealth Management

Live confidently.

Put a wealth of resources behind your portfolio. Our wealth management solutions are finely tuned to fit your unique needs.

What do you want to accomplish and by when? How much risk can you tolerate, emotionally or financially? What do you need to live your life the way you want now and in the future?

Your portfolio should combine your unique ambitions with an approach designed to grow returns and reduce risks. And you need a team that can be there with you through each phase of your investment progression. Our advisors know what you should be thinking about, from the big picture to the smallest details. As your life and financial situation evolve, so will your objectives. We’ll regularly assess your circumstances and offer new insights and strategies so you can stay on track.

Maximizing Your Portfolio

An effective asset allocation strategy considers time horizon, cash flow, risk tolerance and return expectations, plus external factors such as ever-changing markets. We can provide insights and recommendations for standard and advanced opportunities forged through extensive research across investment managers, mutual funds and investment vehicles.

Find an Advisor

Whether you need a certified financial planner, chartered life underwriter, chartered financial consultant or certified private wealth advisor, we have you covered.

Meet our Team

Attention You Can Count On

You don’t want your financial future left to chance, and neither do we. Market conditions, contributions and other factors can change how you want your assets allocated. We’re able to keep an eye on your accounts to make sure your portfolio stays aligned to your goals and objectives. We can also monitor your investment performance to see how we can make your results even better.

NFP’s Wealth Management Advisors help individuals, families and business owners reach long-term objectives by creating tailored financial plans for saving, investing, retirement, estate planning and more. Through a collaborative process, our team assesses a client's current situation to better set goals and develop strategies to achieve financial security. The team also guides high net worth families and business owners with multigenerational planning by offering comprehensive and objective advice on key business decisions, investment management and philanthropic aims.

NFP also operates two wealth management firms with unique specialties:

Fiducient Advisors provides investment consulting services to retirement plan sponsors, private institutions, nonprofit organizations and affluent families.

Wealthspire Advisors is an independent registered investment advisor with over 20 locations and 350+ team members across the country. Specializing in exceptional service to affluent clients, the firm’s advisors are fiduciaries who value connecting all parts of a client’s financial life to deliver thoughtful, collaborative strategies that optimize their finances and fulfill their aspirations.

Wealth and Retirement